Checchi Capital Advisers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $306K | Sell |
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2025
Q2 | $303K | Sell |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $238K | Hold |
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|
2020
Q3 | $250K | Sell |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $160K | Sell |
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|
2016
Q1 | $150K | Buy |
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